Latest News

20/06/2019
Help your clients find their ‘mojo’ in retirement

By Money Management
Achieving the retirement your clients have always dreamed about requires both lifestyle AND financial planning. What service can you provide for those who are struggling to find meaning in retirement?

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14/06/2019
More Australians retire with big mortgages

By Elizabeth McArthur - Financial Standard
New research analysing Australian Bureau of Statistics microdata shows that more Australians are retiring owing money on their mortgage.

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11/06/2019
UNSW Business School to examine reverse mortgages

By Julian Lorkin - UNSW Sydney
UNSW Business School is investigating how people decide whether a reverse mortgage is a good way to supplement their retirement income.

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17/05/2019
Australians urged to write will

By Laura Dew - Money Management
Nearly 20 per cent of Australians have not made a will nor plan to make one in the future, opening up the potential for confusion in the event of their death.

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10/05/2019
FinTech Australia announces Finnies Finalists

By Fintech Australia Newsroom
“We believe this finalist list alone showcases the breadth and depth of innovation across the sector. It also sets the scene for what we believe will be our best Finnies event to-date.”

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29/04/2019
Geography impacting super gender gap

By Hannah Wootton - Money Management
Geography is having a serious impact on women’s retirement savings, with the superannuation gap ranging from 16 to 39 per cent dependent on state.

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